Royal Bank of Canada’s CaliberCos CWD Stock Holding History

Royal Bank of Canada’s Portfolio CWD Stock Details CWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1K	Hold	1,048	–	–	﹤0.01%	7222
2026 Q1	$1K	Hold	1,048	–	–	﹤0.01%	6848
2025 Q4	$1K	Hold	1,048	–	–	﹤0.01%	6978
2025 Q3	$5K	Hold	1,048	–	–	﹤0.01%	6685
2025 Q2	$4K	Sell	1,048 -1	-0.1%	-$5	﹤0.01%	6677
2025 Q1	$12K	Hold	1,049	–	–	﹤0.01%	6088
2024 Q4	$15K	Hold	1,049	–	–	﹤0.01%	6220
2024 Q3	$13K	Hold	1,049	–	–	﹤0.01%	6249
2024 Q2	$18K	Hold	1,049	–	–	﹤0.01%	6110
2024 Q1	$21K	Hold	1,049	–	–	﹤0.01%	5893
2023 Q4	$27K	Hold	1,049	–	–	﹤0.01%	6209
2023 Q3	$29K	Hold	1,049	–	–	﹤0.01%	6038
2023 Q2	$40K	Buy	+1,049	New	+$59.6K	﹤0.01%	5877

Other funds holding CWD

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Royal Bank of Canada's CWD Position: Q2 2026 in Review

Royal Bank of Canada held its CaliberCos (CWD) position steady in Q2 2026 at 1,048 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #7222.

Royal Bank of Canada first reported a position in CWD in Q2 2023 and has held it in 13 quarters since. The position peaked at $40K in Q2 2023. 17 funds tracked by Wall St. Rank hold CWD as of Q2 2026.

Royal Bank of Canada held 1,048 shares of CaliberCos worth $1K as of Q2 2026.
Royal Bank of Canada left its CaliberCos share count unchanged in Q2 2026.
CaliberCos made up ﹤0.01% of Royal Bank of Canada's portfolio in Q2 2026, its #7222 holding.
Royal Bank of Canada first reported a position in CaliberCos in Q2 2023 and has held it in 13 quarters since.
Royal Bank of Canada's CaliberCos position peaked at $40K in Q2 2023.
17 funds tracked by Wall St. Rank held CaliberCos as of Q2 2026.

Based on Royal Bank of Canada's 13F filing for Q2 2026, filed 14 Aug 2026.